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Pacific Excel Wealth Advisors’s FT Vest US Equity Buffer ETF November FNOV Stock Holding History

Pacific Excel Wealth Advisors’s Portfolio FNOV Stock Details FNOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-4,716
Closed -$252K – 262
2026
Q1 		$252K Buy
+4,716
New +$258K 0.26% 113

Other funds holding FNOV

Envestnet Asset Management
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Pacific Excel Wealth Advisors's FNOV Position: Q2 2026 in Review

Pacific Excel Wealth Advisors sold out of FT Vest US Equity Buffer ETF November (FNOV) in Q2 2026, closing a stake of 4,716 shares — an estimated $252K sold.

Pacific Excel Wealth Advisors first reported a position in FNOV in Q1 2026 and held it in 1 quarter. The position peaked at $252K in Q1 2026. 154 funds tracked by Wall St. Rank hold FNOV as of Q2 2026.

  • Pacific Excel Wealth Advisors reported no remaining FT Vest US Equity Buffer ETF November position as of Q2 2026 after selling out during the quarter.
  • Pacific Excel Wealth Advisors sold 4,716 FT Vest US Equity Buffer ETF November shares in Q2 2026, an estimated $252K.
  • Pacific Excel Wealth Advisors first reported a position in FT Vest US Equity Buffer ETF November in Q1 2026 and held it in 1 quarter.
  • Pacific Excel Wealth Advisors's FT Vest US Equity Buffer ETF November position peaked at $252K in Q1 2026.
  • 154 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF November as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.